-13.8%
ACN vs VLTO
+56.4%
-70.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -3.8% | +1.0% | -4.8% | -4.3% |
| 30D | +16.5% | +17.5% | -0.9% | +7.4% |
| 3M | +41.5% | +21.4% | +20.1% | +28.3% |
| 6M | +60.1% | +38.1% | +21.9% | +37.6% |
| YTD | -3.9% | +19.0% | -23.0% | -12.2% |
| 1Y | +4.1% | +20.7% | -16.6% | -5.4% |
| 3Y | -15.9% | +64.3% | -80.1% | -27.2% |
| All | -13.8% | +56.4% | -70.2% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling